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Robert Half Logo Robert Half · Office Administration

Operations Administrator

United States, San Diego · Job Posted June 29, 2026
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Job Description

Our client in the financial services industry is seeking a detail-oriented and highly organized Operations Administrator to support daily business operations across client service, account administration, and internal operations functions. This role is ideal for someone who thrives in a fast-paced, compliance-driven environment and enjoys working with data, documentation, and cross-functional teams. The Operations Administrator will help ensure operational accuracy, timely processing, and high-quality service delivery to both internal stakeholders and external clients.

Job Responsibility

  • Support day-to-day operational workflows across client onboarding, account maintenance, and transaction processing
  • Maintain and update client and account records with a high level of accuracy and confidentiality
  • Assist with processing forms, account changes, and service requests in accordance with internal policies and regulatory requirements
  • Coordinate with client service teams, advisors, and operations staff to resolve inquiries and ensure timely completion of tasks
  • Review documentation for completeness, accuracy, and compliance with financial regulations and internal standards
  • Monitor workflow queues and help prioritize and route operational tasks appropriately
  • Support reporting by collecting, organizing, and entering operational and financial data into internal systems
  • Assist with audit preparation, compliance tracking, and documentation management
  • Respond to internal and external inquiries regarding account status, processes, or documentation requirements
  • Provide general administrative and operational support to leadership and team members

Requirements

  • 1–3 years of administrative, operations, or financial services support experience preferred
  • Strong attention to detail with excellent organizational and time management skills
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
  • Ability to learn financial systems and compliance-driven processes quickly
  • Strong communication skills and professional client-facing demeanor
  • Ability to manage multiple priorities in a deadline-driven environment
  • High level of integrity and ability to handle confidential financial information

Nice to have

  • Experience in financial services, banking, wealth management, or investment operations
  • Familiarity with CRM systems or financial platforms
  • Strong Excel skills (data entry, basic formulas, reporting support)
  • Experience supporting account administration or transaction processing workflows

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
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